Meridian Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6M | Sell |
33,870
-143
| -0.4% | -$72.3K | 0.55% | 37 |
|
|
2025
Q4 | $19.3M | Buy |
34,013
+675
| +2% | +$359K | 0.68% | 28 |
|
|
2025
Q3 | $14.9M | Buy |
33,338
+779
| +2% | +$374K | 0.57% | 32 |
|
|
2025
Q2 | $17.7M | Buy |
32,559
+140
| +0.4% | +$73.2K | 0.76% | 21 |
|
|
2025
Q1 | $16.1M | Buy |
32,419
+4,991
| +18% | +$2.76M | 0.78% | 19 |
|
|
2024
Q4 | $14.3M | Sell |
27,428
-60
| -0.2% | -$31.3K | 0.68% | 23 |
|
|
2024
Q3 | $13.5M | Buy |
27,488
+104
| +0.4% | +$48.4K | 0.66% | 29 |
|
|
2024
Q2 | $12.2M | Buy |
+27,384
| New | +$10.9M | 1.46% | 13 |
|
|
2024
Q1 | – | Sell |
-27,582
| Closed | -$9.31M | – | 348 |
|
|
2023
Q4 | $9.31M | Buy |
27,582
+99
| +0.4% | +$29.5K | 0.59% | 33 |
|
|
2023
Q3 | $8.03M | Buy |
27,483
+15,030
| +121% | +$4.69M | 0.49% | 41 |
|
|
2023
Q2 | $4.26M | Buy |
12,453
+10,379
| +500% | +$3.14M | 0.36% | 59 |
|
|
2023
Q1 | $530K | Buy |
2,074
+262
| +14% | +$64.5K | 0.05% | 305 |
|
|
2022
Q4 | $481K | Sell |
1,812
-35
| -2% | -$8.53K | 0.05% | 312 |
|
|
2022
Q3 | $346K | Buy |
1,847
+7
| +0.4% | +$1.5K | 0.04% | 338 |
|
|
2022
Q2 | $369K | Sell |
1,840
-1,787
| -49% | -$419K | 0.03% | 404 |
|
|
2022
Q1 | $1.09M | Sell |
3,627
-834
| -19% | -$244K | 0.12% | 147 |
|
|
2021
Q4 | $1.6M | Sell |
4,461
-933
| -17% | -$321K | 0.17% | 114 |
|
|
2021
Q3 | $1.79M | Buy |
5,394
+1,197
| +29% | +$402K | 0.22% | 93 |
|
|
2021
Q2 | $1.29M | Buy |
4,197
+1,665
| +66% | +$467K | 0.16% | 122 |
|
|
2021
Q1 | $624K | Sell |
2,532
-3,216
| -56% | -$809K | 0.09% | 184 |
|
|
2020
Q4 | $1.57M | Sell |
5,748
-450
| -7% | -$112K | 0.25% | 83 |
|
|
2020
Q3 | $1.47M | Hold |
6,198
| – | – | 0.36% | 61 |
|
|
2020
Q2 | $1.18M | Sell |
6,198
-75
| -1% | -$13.4K | 0.39% | 59 |
|
|
2020
Q1 | $1.03M | Sell |
6,273
-471
| -7% | -$86.3K | 0.46% | 47 |
|
|
2019
Q4 | $1.33M | Buy |
6,744
+141
| +2% | +$26.4K | 0.64% | 30 |
|
|
2019
Q3 | $1.19M | Sell |
6,603
-1,956
| -23% | -$338K | 0.56% | 31 |
|
|
2019
Q2 | $15K | Sell |
8,559
-21,762
| -72% | -$3.73M | 0.61% | 26 |
|
|
2019
Q1 | $5.77M | Buy |
30,321
+33
| +0.1% | +$5.87K | 2.62% | 9 |
|
|
2018
Q4 | $4.83M | Buy |
30,288
+1,773
| +6% | +$300K | 2.85% | 8 |
|
|
2018
Q3 | $5.46M | Buy |
28,515
+1,896
| +7% | +$337K | 2.35% | 12 |
|
|
2018
Q2 | $4.25M | Buy |
26,619
+5,970
| +29% | +$910K | 2% | 13 |
|
|
2018
Q1 | $2.84M | Buy |
20,649
+19,749
| +2,194% | +$2.76M | 1.42% | 21 |
|
|
2017
Q4 | $296K | Sell |
900
-1,566
| -64% | -$196K | 0.18% | 127 |
|
|
2017
Q3 | $287K | Buy |
+2,466
| New | +$269K | 0.18% | 127 |
|
Other funds holding ISRG
VCM
VPM
Meridian Wealth Management's ISRG Position: Q1 2026 in Review
Meridian Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.42% in Q1 2026, selling an estimated $72.3K and leaving 33,870 shares worth $15.6M. The position accounts for 0.55% of the portfolio, ranked #37.
Meridian Wealth Management first reported a position in ISRG in Q3 2017 and has held it in 34 quarters since. The position peaked at $19.3M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Meridian Wealth Management held 33,870 shares of Intuitive Surgical worth $15.6M as of Q1 2026.
- Meridian Wealth Management sold 143 Intuitive Surgical shares in Q1 2026, an estimated $72.3K.
- Intuitive Surgical made up 0.55% of Meridian Wealth Management's portfolio in Q1 2026, its #37 holding.
- Meridian Wealth Management first reported a position in Intuitive Surgical in Q3 2017 and has held it in 34 quarters since.
- Meridian Wealth Management's Intuitive Surgical position peaked at $19.3M in Q4 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.